Recurring Invoicing
My clients typically each are invoiced the same amount every month, but each client does not necessarily pay the same amount. Is there a way to implement an automatic invoice for the same amount monthly to clients every month without making up an invoice for every client, every month? What I'm looking for is a way to create a sheet with all customers and their monthly payment due where I can pick and choose the customers to automatically invoice for the same amount every month and which is due on the same date every month. Going to each client and creating an invoice, etc. etc is so repetitive and takes a lot of time. There has to be a better way.
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Official comment
Hi Anne!
This is a great question. You have a few options here to automate this process.
- The BEST way is to use ThryvPay and set up a recurring scheduled payment
- Using ThryvPay will allow you to schedule payments for each customer. This process is a one-time setup for each customer where you can set the date, payment method, and frequency of the charges. The customer will automatically be charged and receive a receipt. However, an invoice would not be generated just a record of the payment received. Keep in mind this also wouldn't include cash/check payments if you want to allow those
- https://learn.thryv.com/hc/en-us/articles/13526528992909-Video-Scheduled-Payments
- a BETTER way is the Smart Data Importer
- You can keep a spreadsheet of your monthly charges. Each month all you would have to do is update the date column by one month. When you use the smart data importer, make sure this box is checked so that clients are notified. Then all you would have to do is import your spreadsheet once per month rather than create the invoice client by client
- https://learn.thryv.com/hc/en-us/articles/360040816372-Smart-Data-Importer#h_01EY6WY37BFQFKZETE0ZWQ6KS9
- A good way if someone is using the calendar is the auto-billing
- Under settings > payments > autobilling. This feature will pull all booked services from the calendar and create invoices to send to customers. You can set the frequency (monthly) and the time of day. You will have the to option of sending a payment link, drafting an invoice to send, or creating an invoice to send the invoice to the client automatically.
- https://learn.thryv.com/hc/en-us/articles/4409918022285-Automated-Billing
Hope this helps!
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